# Strategicglobal Insight, LLC

> Strategicglobal Insight, LLC is a state-registered investment advisory firm, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 121071
- Filed as: STRATEGICGLOBAL INSIGHT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121071
- AdvisorCensus page: https://advisorcensus.com/firm/strategicglobal-insight-llc-121071

## Quick answers

**How is Strategicglobal Insight, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Strategicglobal Insight, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Is Strategicglobal Insight, LLC registered with the SEC or a state?**
Strategicglobal Insight, LLC is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 121071.

**How much does Strategicglobal Insight, LLC manage?**
Strategicglobal Insight, LLC reports $4,300,000 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Strategicglobal Insight, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16).

**Does Strategicglobal Insight, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121071

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $4,300,000
- Discretionary: $4,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $4,300,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- strategicglobal.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategicglobal Insight, LLC (CRD 121071): Form ADV filing data as of October 2026.